Adviser Conference
9-11 September 2026 | Novotel Sunshine Coast Resort, Twin Waters
About
Each year, attendees engage in keynote sessions, panel discussions and networking opportunities designed to elevate practice performance and strengthen connections across the Morgans network. Thought-leading speakers share perspectives on industry trends, investment strategies and the future of advice, offering practical direction for advisers at every stage of their career.
agenda
Wednesday 9th Sept
Registration opens for Adviser Elevate Program
Networking lunch
4S Framework for effective client communication
A research-backed framework of scripts, stories, sketches and supplements for turning client conversations into ones built on clarity, confidence and deeper connection.
Morning tea
Efficiency by design: smarter portfolio construction
How to build an investment philosophy and put it into practice: asset allocation, core-satellite, active versus passive, and blending direct equities into a model portfolio.
Welcome drinks on Lorikeet Beach
Thursday 10th Sept
Registration opens
Arrival tea & coffee
Conference welcome & opening address
Beyond the budget: rethinking how we invest for clients
Moving beyond the Federal Budget headlines to rethink how we invest for clients, followed by audience Q&A.
Morning tea
Path to high performance: multi-channel growth approach
A hands-on workshop on the practical levers behind stronger performance and sustainable revenue growth.
Lunch
Primary drivers of capacity & growth
Unpacking why client referrals are the largest untapped growth lever, the "referral gap" holding advisers back, and a practical framework for asking for introductions.
Your value proposition, reimagined for intergenerational wealth transfer
Rethinking how you engage and retain clients through the great intergenerational wealth transfer.
Afternoon tea
Technology and AI: adviser tech in practice
How advisers are putting technology and AI to work day-to-day, followed by audience Q&A.
Keynote speaker Dr Matt Agnew: are we being replaced? AI, automation and the future of human potential
A look at how AI is reshaping work, home and society, and whether it will diminish or expand human potential.
Day one wrap-up and close
Cocktail hour
Years of Service Awards dinner
Celebrate the milestones and achievements of Morgans advisers.
Friday 11th Sept
Registration opens
Arrival tea & coffee
Conference opens
Advising clients in a world of war, uncertainty and the AI revolution
A panel on guiding clients through geopolitical and technological change, followed by audience Q&A.
The investor's lens: what separates a great IPO from the rest
What to look for when assessing a new listing: the quality markers, red flags and valuation discipline that separate a strong IPO from the rest.
Morning tea
Managed accounts: advice done right
How to get managed accounts right as regulatory scrutiny grows, keeping your advice compliant and firmly in clients' best interests.
Communicate with influence: shaping conversations, relationships and outcomes
Practical tools, strategies and confidence to navigate challenging client conversations, influence decisions and strengthen relationships.
Networking lunch
Speakers
Meet the lineup
Angus Glenn
Angus Glenn is a Client Sales Executive with Vanguard Australia, responsible for distributing Vanguard’s investment suite and wealth management resources to Australian financial advisers so they can best serve their clients. He has supported advisers since 2016 and joined Vanguard in 2020 at its head office in Malvern, Pennsylvania, following 20 years as a self-employed entrepreneur in marketing and business development across Queensland. Angus holds a Bachelor of Science in Business Management from Griffith University and is RG146 accredited.
Dr Matt Agnew
Dr Matt Agnew is a scientist and communicator who makes STEM fun and accessible for everyone. An engineer, astrophysicist and artificial intelligence expert, he is a popular science commentator across television, public talks and social media, known for turning complex ideas into engaging, relatable content for audiences of all ages. Dr Matt holds a Doctorate in Astrophysics from Swinburne University of Technology and a Masters in Artificial Intelligence from Deakin University, and now calls Melbourne home.
Joel Teasdel
Joel Teasdel is Head of the Wealth Management Group, Asia ex-Japan, and Vice President at Dimensional, the US-based global asset manager with over USD650 billion in AUM. Born in New Zealand and educated in Australia, he has spent his career in wealth management across London, Europe and, for the past eight years, Singapore. Joel partners with leading private wealth managers across APAC to enhance investment processes and client outcomes for end investors.
Paul Stocker
Paul Stocker is Practice Development Manager in Vanguard Australia’s Financial Adviser Offer team, working closely with Australian financial planning practices to help them grow and deliver better outcomes for clients. He provides consultative support across client value proposition and engagement, business scalability and efficiency, and operations and people, drawing on his experience leading the advice function at a self-licensed firm in Melbourne. Paul is a Certified Financial Planner® (CFP®) and holds a Bachelor of Commerce.
Fiona Sperou
Fiona Sperou is Director of Training & Development at Rowland, working with leaders to communicate with greater confidence and impact. Believing that communication is the most vital currency in business, she has spent more than 26 years helping leaders harness its power to build influence, strengthen relationships and achieve meaningful outcomes. Drawing on a career spanning consulting and executive leadership roles, Fiona has partnered with senior leaders to build leadership capability, engage stakeholders and navigate complex conversations. Her expertise spans leadership communication, executive coaching, stakeholder engagement, personal brand and positioning, and reputation management.
Dale Scally
Dale Scally is a Melbourne-based Regional Director and Vice President on the Practice Management team in Dimensional’s Global Client Group, helping clients run efficient advisory practices and achieve their business and client objectives with greater certainty and less risk. He previously spent around 10 years as owner, director and adviser of a boutique advice business in Perth, after earlier roles as a financial adviser and stockbroker. Dale has been a Certified Financial Planner® (CFP®) since 2009 and holds a Bachelor of Business from Curtin University.
Eleece Quilliam
Eleece Quilliam works across the VAN network with CEOs and business owners to sharpen client strategy, strengthen teams and unlock the human dynamics that drive sustainable growth. Her work sits at the intersection of behavioural science, language psychology and commercial strategy, translating what leading firms globally are doing, from US RIA M&A to next-generation client engagement, into practical plays Australian firms can apply immediately. With 14 years in financial services and a track record as a sought-after keynote speaker across wealth and accounting, Eleece holds a Bachelor of Commerce and Arts from Deakin University and a postgraduate diploma in Educational Psychology and Leadership from RMIT.
Monica Mazar
As the Business Development Manager for Morgans across Queensland, the Northern Territory, and Western Australia, Monica is the strategic partner advice firms rely on to transform their business goals into operational reality. Drawing on over 10 years of experience across the insurance and wealth sectors, she partners with principals to build highly efficient practices by translating complex administrative and regulatory landscapes into streamlined, actionable pathways. Monica is recognised for her authentic, proactive support, which empowers firms to navigate intricate processes, unlock capacity, and confidently execute their most ambitious growth strategies.
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